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Sageworks Blog

Mar06

Stand out and above your competitors

It's important to know who your competition is and how you can stand out from what they offer. AccountingWEB recently posted an article that describes how to better know your competitors and what advantages they may have. These steps will include what to look for when doing your research and how to evaluate your competition. [More]

Feb06

12 Metrics CPA firms should track

This time of year, CPA firms are thinking and planning ahead for their busiest season. That makes now a good time to consider whether your CPA firm will be operating at peak efficiency. Is your CPA firm making the most of current relationships and doing all it can to expand into new ones? [More]

Jan15

It's a great time to be an internal auditor

AccountingWEB recently posted a study that discusses salary growth for internal auditors in 2012. Increasing regulatory compliance demands are said to be the main reason for this growth with those specializing in information technology, fraud and forensics seeing the highest salary increases. [More]

Jan11

Cross-sell more services this tax season

Too busy to sit and talk with your clients during tax season? In a recent post, Kreston International discusses how you can prepare for a meaningful conversation with your clients and offer more services without taking up too much of your time. [More]

Dec14

Qualities clients look for in a CPA

Finding a good CPA is a lot like finding a good contractor or a good realtor. It's ideal to put yourself in your prospects shoes and understand that your client is not only looking for the best qualifications on paper, but looking for someone with outstanding attributes that go far beyond what you’ll find on a resume. [More]

Dec13

Professional skepticism in the audit process

In the Staff Audit Practice Alert Number 10, issued on December 4th, 2012, the Public Company Accounting Oversight Board (PCAOB) recognized and emphasized the need for all audit firms to apply professional skepticism. They define professional skepticism as “an attitude that includes a questioning mind and a critical assessment of audit evidence” and give insights into how an audit firm can work to maintain that perspective. [More]

Dec12

Accounting firms transition to value pricing

In a recent blog featured by the AICPA, Jim Boomer, CIO of Boomer Consulting, Inc. explains how and why many accounting firms are transitioning to “Value Pricing” from other billing strategies. What does this involve? And how could it help both the firm and its clients? [More]

Dec05

5 Year-end business tax tips to consider now

Samuel C. DiSalvo, director of the tax practice for Rochester, N.Y., accounting firm Freed Maxick CPAs, PC, says that notwithstanding the uncertainty associated with lawmakers’ year-end deadline to avoid the so-called fiscal cliff, businesses and individuals can take steps before Dec. 31 to plan ahead. Here are five things DiSalvo says businesses and individuals should consider: [More]

Nov14

Tax season preparation

Chris Frederiksen, chairman and CEO of the 2020 Group and a partner of ProfitCents, recently spoke with Accounting Today and suggested what accountants can do now to prep for a more successful 2013 tax season. [More]

Nov06

How to analyze your business expenses

This guest post by Chris Call, partner with B2B CFO, summarizes best strategies for analyzing business expenses and the "why" behind the numbers. Chris discusses the importance of industry comparisons and how he helped a business owner save more than $100,000 per year using ProfitCents by Sageworks. [More]